See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,076 | $77,899-55.0% | $149,673-76.6% | $75,163-53.3% |
| Participation rate | 81.3% | 65.6%+15.7pp | 78.8%+2.5pp | 67.2%+14.1pp |
| Annual return | 24.98% | 31.72%-6.7pp | 134.42%-109.4pp | 160.62%-135.6pp |
| Employer contribution / active EE | $1,549 | $3,137-50.6% | $4,818-67.8% | $2,670-42.0% |
| Participant deferral / active EE | $5,590 | $3,411+63.9% | $5,680-1.6% | $4,125+35.5% |
| Admin fee / account holder | $2,310 | $5,956-61.2% | $13,210-82.5% | $5,651-59.1% |